黄仁勋因丑闻被解职，NVIDIA市值跌破4万亿美元
Trump Backs Lutnick Amid Chip Uproar
NVIDIA核心管理层突发更迭且伴随重大合规风险，直接冲击AI产业链估值与地缘政治预期。关注Colette Kress临危受命后的治理稳定性及下周国会听证进展。
LIVE FROM WASHINGTON, D.C., THIS IS "BALANCE OF POWER" WITH JOE MATHIEU AND KAILEY LEINZ. JOE: NOTHING BUT QUESTIONS. WELCOME TO THE THURSDAY EDITION, AS WASHINGTON AND WALL STREET REACTED NEWS THAT JENSEN HUANG IS OUT AT NVIDIA AFTER THE TWO AFFAIRS, INCLUDING ONE WITH AN ALLEGED CHINESE SPY. I'M JOE MATHIEU ALONGSIDE KAILEY LEINZ IN WASHINGTON. WE COULD START GETTING ANSWERS TO OUR MANY QUESTIONS AS SOON AS NEXT WEEK.
来自华盛顿特区，这是由乔·马修和凯莉·莱因茨主持的《权力平衡》。乔：只有问题。欢迎来到周四版，随着华盛顿和华尔街对黄仁勋在英伟达离职的消息做出反应——此事涉及两起事件，包括一起与一名据称是中国间谍的事件。我是乔·马修，与凯莉·莱因茨一起在华盛顿。我们可能在下周就开始得到对我们许多问题的答案。
KAILEY: NVIDIA IS DUE TO REPORT EARNINGS THAT HAVE EARNINGS CALL ON TUESDAY. THE EXECUTIVE SHEPHERDING THAT, ONE WOULD ASSUME, IS COLETTE KRESS, NAMED CEO ON THE BASIS. SHE HAS BEEN CHIEF FINANCIAL OFFICER FOR SEVERAL DECADES AT THIS POINT. HAS A SEE THE EVOLUTION OF THIS COMPANY INTO THE AI-DOMINATING COMPANY IT IS. THE QUESTION, ONE OF THEM, IS WHAT BECOMES OF NVIDIA AND ITS AI DOMINANCE AS THE SEARCH FOR A FULL-TIME REPLACEMENT FOR HIM CONTINUES.
凯莉：英伟达将于周二公布财报并举行电话会议。负责这一事务的高管，人们会认为是科莱特·克雷斯，她已被任命为首席执行官。到目前为止，她担任首席财务官已有数十年之久。她见证了这家公司演变为如今主导人工智能的公司。其中一个问题是，在继续寻找其全职继任者的过程中，英伟达及其人工智能主导地位将何去何从。
THE OTHER FROM HERE IN WASHINGTON THAT I WOULD NOT SAY OTHER SINGULARLY. THERE ARE MANY QUESTIONS WASHINGTON ONCE ANSWERED. THE INVESTIGATION HAS ONLY BEGUN. JOE: THERE WILL BE ONE WE KNOW ABOUT, A BEHIND CLOSED DOORS CONVERSATION WITH JENSEN HUANG AND LEADERS OF KEY COMMITTEES, INTELLIGENCE, FOREIGN AFFAIRS, WHICH GIVES US A SENSE OF THE DIRECTION IS MAYBE TAKING. THERE ARE MULTIPLE LETTERS ASKING THE COMMERCE SECRETARY TO PRESERVE RECORDS AND BETTER DEFINE AS PART OF A PROBE INTO WHAT TOOK PLACE.
另一个来自华盛顿的问题，我不愿单独强调这一点。华盛顿有许多问题尚未得到解答。调查才刚刚开始。乔：我们将了解其中一件事，即黄仁勋将与关键委员会、情报机构和外交事务的领导层进行闭门会谈，这让我们对事态发展方向有了初步认识。有多封信函要求商务部长保存记录，并在针对所发生事件的调查中更好地加以界定。
KAILEY: THE WHITE HOUSE SAYING THAT THE PRESIDENT STANDS BY COMMERCE SECRETARY HOWARD LUTNICK. THAT COULD CONTINUE TO EVOLVE AS WE COULD SEE LEGISLATION AND AN EFFORT TO ACTUAL LAW PASSED BY CONGRESS AROUND CHIPS SENT TO CHINA, ONE OF MANY THREADS WE HAVE TO PULL ON IS OUR. WE HAVE SPECIAL ADVISOR FOR ARTIFICIAL INTELLIGENCE IN THE BIDEN WHITE HOUSE. JOE: OUT WITH A NEW BOOK, "THE BITTER STRUGGLE." YOU WILL BE WITH US IN STUDIO. --HE WILL BE WITH US IN STUDIO.
凯莉：白宫表示总统支持商务部长霍华德·卢特尼克。随着我们可能看到国会通过关于向中国发送芯片的立法和实际法律，这一立场可能会继续演变。我们要梳理的众多线索之一是……我们在拜登白宫设有人工智能特别顾问。乔：新书《痛苦的斗争》已出版。他将与我们在演播室见面。
LOOKING FORWARD TO TALKING WITH EMILY CHANG AS WELL. IF YOU HAVE SPENT MORE TIME WITH JENSEN HUANG HIMSELF ALSO I AM NOT SURE SHE HAS EVER BEEN ON "BALANCE OF POWER," BUT SHE WILL JOIN US FROM SAN FRANCISCO WITH UNIQUE INSIGHTS. KAILEY: BEFORE WE TALK TO EMILY, WE HAVE TO TURN TO OUR OTHER RENOWNED COLLEAGUE CHARLIE PELLETT. CHARLIE: THANK YOU VERY MUCH, JOE AND KAILEY. DOW, S&P, NASDAQ: NSYNC. THE BIG STORY--ALL ADVANCING.
我们也期待与艾米丽·张交谈。如果你花更多时间与黄仁勋本人交流的话……我也不确定她是否曾上过《权力平衡》，但她将从旧金山加入我们，带来独特的见解。凯莉：在与艾米丽交谈之前，我们必须转向我们另一位著名的同事查理·佩莱特。查理：非常感谢，乔和凯莉。道琼斯指数、标普500指数、纳斯达克：同步上涨。重大新闻——全线走高。
THE BIG STORY, NVIDIA, JENSEN HUANG OUT. NVIDIA'S MARKET CAP BELOW $4 TRILLION. THERE WAS A DEVELOPMENT 20 MINUTES AGO. FORMER CEO JENSEN HUANG HIRING LAW FIRM PAUL WEISS. THAT ACCORDING TO "THE NEW YORK TIMES," CITING SOURCES. IF NVIDIA SHARES DOWN--WE HAVE NVIDIA SHARES DOWN 5.1%. S&P 500 INDEX HOLDING ONTO AGAIN. NASDAQ 100 FLAT ON THE DAY. NASDAQ COMPOSITE DOWN UNDER .1%. S&P HIGHER BY .1%. DOW INDUSTRIALS UP .3%.
重大新闻，英伟达，黄仁勋下台。英伟达市值跌破4万亿美元。20分钟前有 developments（进展）。前CEO黄仁勋聘请保罗·韦斯律师事务所。据《纽约时报》援引消息人士称。如果英伟达股价下跌——我们观察到英伟达股价下跌5.1%。标普500指数保持坚挺。纳斯达克100指数今日持平。纳斯达克综合指数下跌不足0.1%。标普上涨0.1%。道琼斯工业平均指数上涨0.3%。
SOX IS DOWN BY .3%. 10-YEAR AT 5.10%. GOLD DOWN 2.8%. GO SEEING A --WE ARE SEEING A SURGE FOR CRUDE. BARREL OF BRENT, 95.07. A MOVE AND DID QUITE, DOWN THREE POINT-- MOVE IN BITCOIN, DOWN 3.1 PRESENT. TOP STORY CUTTING ACROSS MULTIPLE ANGLES, NVIDIA CEO JENSEN HUANG OUSTED AFTER REPORTS OF TWO AFFAIRS INCLUDING WITH ONE WOMAN SUSPECTED OF SPYING FOR CHINA. THAT IS A BLOOMBERG BUSINESS FLASH. KAILEY: THANK YOU SO MUCH.
费城半导体指数下跌0.3%。10年期国债收益率在5.10%。黄金下跌2.8%。我们看到——我们正在见证原油的激增。布伦特原油每桶95.07美元。比特币出现大幅波动，下跌3.1%。头条新闻从多个角度切入，英伟达CEO黄仁勋因涉及两起婚外情的报道而下台，其中包括一名涉嫌为中国从事间谍活动的女性。这是彭博商业快讯。凯利：非常感谢你。
WE WILL TURN TO CHARLIE AS HE KEEPS TRACK OF THE MARKET ACTION TODAY AND THE DECLINE IN NVIDIA SHARES. IT IS OFF THE LOWS OF THE SESSION. INVESTORS IN THAT COMPANY WONDER WHAT COMES NEXT, LOOKING AT A FUTURE WITHOUT JENSEN HUANG AT THE HELM OF THE COMPANY HE COFOUNDED. THERE WAS ALSO QUESTIONS ABOUT WHAT THE FUTURE OF ARTIFICIAL INTELLIGENCE WRIT LARGE LOOKS LIKE WITHOUT JENSEN HUANG IS ONE OF ITS LEADING GLOBAL VOICES.
我们将转向查理，他一直在跟踪今天的市场走势以及英伟达股价的下跌。该股已脱离日内低点。该公司的投资者想知道接下来会发生什么，着眼于没有黄仁勋掌舵的他共同创立的公司未来。此外，人们还质疑在没有黄仁勋这位全球主要声音之一的情况下，人工智能的大局前景将如何。
WE SAW JENSEN HUANG STANDING NEXT TO PRESIDENT TRUMP ANOTHER TITANS OF TECHNOLOGY AND ARTIFICIAL INTELLIGENCE AT THE WHITE HOUSE. HE WAS A VOICE IN THE YEAR OF THE PRESIDENT ON WHAT REGULATION OF -- EAR OF THE PRESIDENT ON WHAT REGULATION OF AI SHOULD LOOK LIKE. JENSEN HUANG HAS MADE MANY TRIPS TO ASIA.HE TRAVELED WITH PRESIDENT TRUMP ON HIS RECENT TRIP TO CHINA. HE WAS IN EUROPE MEETING WITH FRENCH PRESIDENT EMMANUEL MACRON ANNOUNCING INVESTMENTS INTO EUROPEAN AI COMPANIES.
我们看到黄仁勋站在特朗普总统旁边，另一位科技与人工智能巨头在白宫。他是总统年期间关于AI监管应呈现何种面貌的声音之一。黄仁勋多次前往亚洲。他随特朗普总统最近访问中国同行。他在欧洲会见法国总统埃马纽埃尔·马克龙，宣布对欧洲人工智能公司进行投资。
A MONTH LATER, IT IS A VERY DIFFERENT STORY AS TO HOW MUCH INFLUENCE GLOBALLY JENSEN HUANG WILL BE ABLE TO WIELD. JOE: THAT'S FOR SURE. THE FACE OF THE INDUSTRY. THEY CALL HIM THE MAESTRO, D AA VINCI, FOR A REASON. EMILY CHANG WAS ON THAT TRIP TO EUROPE. SHE HAS AN IMPORTANT EPISODE OF THIS EVENING, AND :00 P.M. ON ORIGINALS, 10:00 P.M. ON BLOOMBERG TV. SHE HAS HAD A CHANCE TO SEE NOT ONLY AN INTERVIEW SETTINGS, BUT IN CANDIDATE INTERACTIONS WITH OTHER-- CANDID INTERACTIONS WITH OTHER LEADERS AND SUPPORTERS OF HIS.
一个月后，情况截然不同，黄仁勋在全球范围内能施加多大影响尚不清楚。乔：那是一定的。行业的脸面。人们称他为大师、达芬奇，是有原因的。艾米丽·张参加了那次欧洲之行。她今晚有一个重要的节目，晚上10点在Originals频道播出，晚上10点在彭博电视播出。她有机会看到的不仅是采访场景，还有与其他领导人及其支持者的坦诚互动。
HE MOVED LIKE A CELEBRITY, A ROCK STAR OF TECHNOLOGY. EMILY JOINS US FROM THE SAN FRANCISCO BUREAU. IT IS A TREAT TO HAVE YOU WITH US. THERE ARE SO MANY QUESTIONS WE ALL HAVE, AS I'M SURE YOU HAVE. IF YOU COULD START BY SPEAKING TO THE CHARISMA, THE HALO EFFECT OF THIS INDIVIDUAL WHEN HE CAME TO THE MOST IMPORTANT INDUSTRY IN THE WORLD, THE IDEA OF NOT HAVING HIM AS AN EVANGELIST FOR AI MEANS WHAT? EMILY: JOE, THEY CALL IT JENSANITY, BUT THAT TERM TAKES ON A WHOLE DIFFERENT MEANING NOW.
他的举止宛如名人，是科技界的摇滚明星。艾米丽从旧金山办事处加入我们。很高兴你能与我们同行。我相信我们都有许多问题想问，正如你一样。如果你能先谈谈他来到世界上最重要的行业时所展现的魅力和光环效应，那么没有他作为AI的布道者意味着什么？艾米丽：乔，他们称之为‘黄氏狂热’（Jensanity），但现在这个词有了完全不同的含义。
WE FOLLOWED HIM TO FOUR COUNTRIES IN FOUR DAYS, THAT EVERYBODY WAS HOLDING COURT WITH DEVELOPERS--EVERYWHERE HE WAS HOLDING COURT WITH DEVELOPERS, TECH CEOS, EVEN WITH THE PRESS. WE GOT A SENSE OF HOW DEEPLY HIS RELATIONSHIPS GO WITH THE PEOPLE MAKING DECISIONS AT ALL OF THESE COUNTRIES. HE HAS FOR THE LAST SEVERAL YEARS BEEN THE MAN AT THE CENTER OF THE AI BOOM. OBVIOUSLY NVIDIA HAS GREAT TECHNOLOGY WITHOUT HIM. THE QUESTION IS CAN NVIDIA FIVE IN THE SAME WAY.
我们在四天内跟随他走访了四个国家，每到一处，他都在与开发者、科技CEO甚至媒体人士会面交流。我们深切感受到他与这些国家中决策者之间关系的深度。在过去几年里，他一直是AI热潮的核心人物。显然，即使没有他，英伟达也拥有卓越的技术。问题是，英伟达能否继续以同样的方式蓬勃发展。
IT WAS INCREDIBLE TO SEE HIM IN THESE CANDID MOMENTS. HE WOULD COME OUTSIDE AND TALK TO THE PRESS FOR OVER 40 MINUTES, JUST TAKING QUESTIONS HERE AND THERE. HE HAD IS ALMOST OPRAH-LIKE MOMENTS WHERE SHE WOULD BE ANNOUNCING NEW INVESTMENTS IN AI STATEMENTS -- I'M INVESTING IN YOU, I'M INVESTING IN YOU. THAT GOES TO THE VERY IMPORTANT ISSUE THAT NVIDIA IS INVESTED IN SO MANY COMPANIES UP AND DOWN THE AI STACKING ACROSS THE ECOSYSTEM THAT YOU HAVE TO THINK ABOUT WHETHER ITS DOMINANCE IN THE INDUSTRY'S DEPENDENCE ON AN NVIDIA AT THIS POINT IS A RISK.
看到他在这些自然流露的时刻真是令人惊叹。他会走到外面与媒体交谈超过40分钟，随时回答各种问题。他还出现过类似奥普拉式的时刻，宣布对AI的新投资——‘我投资于你，我投资于你’。这引出了一个至关重要的问题：英伟达在AI产业链上下游以及整个生态系统中投资了众多公司，因此我们必须思考，目前行业对英伟达的依赖是否构成一种风险。
KAILEY: WELL, YEAH, THIS IS A CRUCIAL BLOCK IN THE JANGO TOWER -- JENGA TOWER. YOU ASKED HIM ABOUT THE NOTION THAT THERE IS NO SUCCESSION PLAN IN PLACE. THE BOARD HAD TO ACT QUICKLY TO PUT A CEO IN ON A GENERAL BASIS. WHAT WILL NVIDIA BE LOOKING FOR WHEN JENSEN HUANG'S ARE TEH SHOE THAT NEED FILLING? EMILY: WELL, COLETTE KRESS IS IN THAT ROLE NOW, IN OUR UNDERSTANDING IS THAT THERE ARE A LOT OF SUCCESSFUL EXECUTIVES OUT THERE, NAMES THAT HAVE BEEN FLOATED.
凯莉：是的，这正是黄氏大厦（Jenga Tower）的关键一块——你问他关于目前没有继任计划的问题。董事会必须迅速行动，临时任命一位首席执行官。当黄仁勋离开后，英伟达将寻找什么样的人来接替他的位置？艾米丽：目前科莱特·克雷斯（Colette Kress）已担任该角色。据我们了解，市场上有许多成功的执行高管，一些名字已被提及。
THESE ARE PEOPLE RUNNING REALLY IMPORTANT COMPANIES ALREADY. FINDING SOMEONE WHO'S WILLING TO AND CAN GO INTO THE SITUATION WHERE THE STRUCTURE OF THE COMPANY ISS UNIQUE -- JENSEN HAD 60 DIRECT REPORTS, IT IS A VERY FLAT ORGANIZATION. WE DIDN'T REALIZE THIS WOULD BE THE LAST BIG INTERVIEW WITH HIM AS CEO. WE KNEW THAT SUCCESSION WAS AN ISSUE. THERE WAS NO OBVIOUS SUCCESSOR AND HASN'T BEEN EVER, ESSENTIALLY. JOE: REALLY REMARKABLE, ALTHOUGH THOSE LISTENING TO THE CONFERENCE CALL WILL HEAR A FAMILIAR VOICE IN COLETTE KRESS NEXT WEEK.
这些人已经在运营非常重要的公司。找到一位愿意且能够进入结构独特的公司局面的人——Jensen有60名直接下属，这是一个非常扁平的组织。我们当时没有意识到这将是作为CEO的他最后一次重要采访。我们知道继任者问题一直存在。基本上从来没有明显的继任者。Joe：非常了不起，尽管收听电话会议的听众将在下周听到Colette Kress熟悉的声音。
DO WE HAVE ANY IDEA WHERE HE IS OR WHAT HE IS DOING, WHAT HIS SECURITY SITUATION IS? EMILY: I JUST SAW THE "NEW YORK TIMES" REPORTING THAT HE HAS HIRED A PROMINENT LAW FIRM. FIRST ON THE DOCKET IS DEALING WITH THESE INVESTIGATIONS. HE IS GOING TO HAVE TO SPEAK WITH CONGRESS LAST WEEK NEXT WEEK. I HAVE TO MENTION HIS FAMILY. HIS DAUGHTER MADISON HUANG WAS WITH HIM ON EVERY DAY OF THE TRIP. SHE WORKED WITH THE COMPANY AND THERE WAS SPECULATION SHE WAS INVITED TO BE A SUCCESSFUL.
我们知道他在哪里或他在做什么吗？他的安保情况如何？Emily：我刚看到《纽约时报》报道他已经聘请了一家著名的律师事务所。首要任务是应对这些调查。他下周必须与国会对话。我必须提到他的家人。他的女儿Madison Huang在旅行的每一天都陪伴着他。她在公司工作，有人猜测她被邀请成为成功的（继任者）。
HIS SON--WAS IN LINE TO BE A SUCCESSOR. HIS FAMILIES INTERTWINED WITH THE ORGANIZATION AND MY GUESS IS THAT HE IS DEALING WITH HIS FAMILY OBLIGATIONS RIGHT NOW BECAUSE, GIVEN EVERYTHING THAT WE SEE, HE HAS PROBABLY HEARD A LOT OF PEOPLE.-- HURT A LOT OF PEOPLE. KAILEY: YEAH. WE ARE LOOKING FORWARD TO. SEEING THEEPISODE INVOLVED YOU CAN CATCH IT ---SEEING THE EPISODE IN FULL. YOU CONTACTED TONIGHT ON ORIGINALS -- YOU CAN CATCH IT TONIGHT ON OR
他的儿子——曾是潜在的继任者。他的家庭与组织交织在一起，我猜他现在正在处理家庭义务，因为鉴于我们看到的一切，他可能已经听到了很多人的声音——伤害了很多人。Kailey：是的。我们期待看到这一集。你可以今晚在Originals上观看完整的一集。你今晚联系的是Originals——你可以在今晚的OR上看到它。
原文超出正文长度上限，此处截断——上游还有内容，完整版见上方「原文 ↗」。
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